Home › Asset managers › Compare 2025-2026 › Charles Schwab vs JPMorgan
Charles Schwab 2025-2026 · JPMorgan 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 5,580 | 4,905 | 572 | 103 | 89.6% | 89.2% |
| Board proposals | 4,930 | 4,379 | 475 | 76 | 90.2% | 89.8% |
| E&S shareholder proposals | 127 | 104 | 8 | 15 | 92.9% | 92.5% |
| Other items | 523 | 422 | 89 | 12 | 82.6% | 82.6% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
675 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Charles Schwab | JPMorgan |
|---|---|---|---|---|---|---|
| PATTERN GROUP INC. | May 15, 2026 | Election of Director: Ann Mather Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| PATTERN GROUP INC. | May 15, 2026 | Election of Director: Scott Hilton Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 1 fund |
| PBF ENERGY INC. | April 28, 2026 | Amendment of the 2025 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| PEAPACK-GLADSTONE FINANCIAL CORPORATION | April 29, 2026 | To approve on a non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 3 funds |
| PENN ENTERTAINMENT, INC. | June 16, 2026 | Approval of the third amendment to our 2022 Long-Term Incentive Compensation Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| PEPSICO, INC. | May 6, 2026 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 32 funds |
| PETCO HEALTH AND WELLNESS COMPANY, INC. | June 30, 2026 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| PFIZER INC. | April 23, 2026 | 2026 advisory approval of executive compensation Say-on-Pay |
Board | For | FOR 16 funds |
AGAINST 9 funds |
| PFIZER INC. | April 23, 2026 | Approval of the Pfizer Inc. 2019 Stock Plan, as amended April 2026 Compensation |
Board | For | FOR 14 funds |
AGAINST 6 funds |
| PINTEREST, INC. | May 21, 2026 | Approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 8 funds |
| PLAYTIKA HOLDING CORP. | June 11, 2026 | Advisory Vote to Approve the Compensation of Our Named Executive Officers ("Say-on-Pay" Proposal). Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| POLARIS INC. | April 30, 2026 | Adoption of the Amended and Restated Polaris Inc. 2024 Omnibus Incentive Plan Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| POOL CORPORATION | April 29, 2026 | Say-on-pay vote: Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 10 funds |
| PORCH GROUP, INC. | June 10, 2026 | To approve of, on an advisory (non-binding) basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 4 funds |
AGAINST 3 funds |
| PORTLAND GENERAL ELECTRIC CO | April 24, 2026 | To approve, by a non-binding vote, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 10 funds |
| POSTAL REALTY TRUST INC | May 15, 2026 | Approval of advisory vote on 2025 executive compensation. Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 3 funds |
| PREFERRED BANK | May 19, 2026 | Election of Director: Chih-Wei Wu Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: Clark Hsu Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: Gary S. Nunnelly Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: J. Richard Belliston Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: Wayne Wu Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PREFERRED BANK | May 19, 2026 | Election of Director: William C. Y. Cheng Director Elections |
Board | For | FOR 8 funds |
WITHHOLD 1 fund |
| PRIORITY TECHNOLOGY HOLDINGS, INC. | June 11, 2026 | To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| PROCORE TECHNOLOGIES, INC. | June 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 10 funds |
| PROG HOLDINGS, INC. | May 6, 2026 | Approval of a non-binding advisory resolution to approve the Company's executive compensation. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| PROG HOLDINGS, INC. | May 6, 2026 | Approval of the amendment to the PROG Holdings, Inc. Amended and Restated 2015 Equity and Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| PROLOGIS, INC. | April 28, 2026 | Advisory Vote to Approve the Company's Executive Compensation for 2025. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 19 funds |
| PROPETRO HOLDING CORP. | May 19, 2026 | Approval of the Third Amended and Restated 2020 Long-Term Incentive Plan Compensation |
Board | For | FOR 8 funds |
AGAINST 3 funds |
| PROTALIX BIOTHERAPEUTICS, INC. | June 25, 2026 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement that accompanies this notice; Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| PROTHENA CORPORATION PLC | May 14, 2026 | To approve, in a non-binding advisory vote, the compensation of the executive officers named in the Company's Proxy Statement for the Annual General Meeting. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 2 funds |
| PULMONX CORPORATION | June 4, 2026 | To conduct a non-binding advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| PUMA BIOTECHNOLOGY, INC. | June 11, 2026 | Approve an amendment to extend the expiration date until October 4, 2028 of a warrant held by Alan H. Auerbach, as described in the proxy statement. Capital Structure |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| QIAGEN N.V. | June 24, 2026 | Proposal to adopt an amendment to the Managing Board Remuneration Policy. Compensation |
Board | For | AGAINST 2 funds |
FOR 2 funds |
| QUANTUM-SI INCORPORATED | May 15, 2026 | To approve, by a non-binding, advisory vote, the compensation of our named executive officers, as disclosed in the proxy statement Say-on-Pay |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| QUANTUMSCAPE CORPORATION | June 3, 2026 | To approve, on a non-binding advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 2 funds |
| RACKSPACE TECHNOLOGY, INC. | June 18, 2026 | Non-binding advisory vote to approve the compensation of the Company's named executive officers as described in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| RAMACO RESOURCES, INC. | June 10, 2026 | To approve, on an advisory basis, the compensation paid by the Company to its named executive officers. Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 3 funds |
| RAYONIER ADVANCED MATERIALS INC | May 13, 2026 | Approval of the French Sub-Plan to be Implemented Under the Rayonier Advanced Materials Inc. 2023 Incentive Stock Plan, as Amended and Restated. Compensation |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| REALTY INCOME CORPORATION | May 21, 2026 | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement. Say-on-Pay |
Board | For | FOR 17 funds |
AGAINST 8 funds |
| RED CAT HOLDINGS INC | June 18, 2026 | A non-binding advisory vote to approve the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 2 funds |
| RENAISSANCERE HOLDINGS LTD | May 5, 2026 | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| RENAISSANCERE HOLDINGS LTD. | May 5, 2026 | To approve the RenaissanceRe Holdings Ltd. 2026 Long-Term Incentive Plan. Compensation |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| REXFORD INDUSTRIAL REALTY, INC. | May 19, 2026 | The approval of the Fourth Amended and Restated Rexford Industrial Realty, Inc. and Rexford Industrial Realty, L.P. 2013 Incentive Award Plan. Compensation |
Board | For | FOR 14 funds |
AGAINST 4 funds |
| REZOLVE AI PLC | June 30, 2026 | To approve a share buyback contract Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| REZOLVE AI PLC | June 30, 2026 | To approve the annual report on remuneration for the year ended 31 December 2025 Say-on-Pay |
Board | For | ABSTAIN 1 fund |
FOR 2 funds |
| REZOLVE AI PLC | June 30, 2026 | To re-elect Stephen Perry, Derek Smith, Sir David Wright and Anthony Sharp as directors of the Company Director Elections |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| RIBBON COMMUNICATIONS INC. | June 3, 2026 | To ratify the appointment of Deloitte & Touche LLP as Ribbon Communication Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| RIGEL PHARMACEUTICALS, INC. | May 14, 2026 | To ratify the selection of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2026. Audit-related |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| RITHM CAPITAL CORP. | May 21, 2026 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 5 funds |
| RITHM PROPERTY TRUST INC. | June 2, 2026 | To approve (on a non-binding advisory basis) the compensation of the named executive officers as described in the accompanying materials. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| RLJ LODGING TRUST | April 24, 2026 | To approve the RLJ Lodging Trust 2026 Equity Incentive Plan Compensation |
Board | For | FOR 9 funds |
AGAINST 6 funds |
| ROBERT HALF INC | May 13, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 4 funds |
| ROBLOX CORPORATION | May 28, 2026 | Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 11 funds |
| ROPER TECHNOLOGIES, INC. | May 19, 2026 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 14 funds |
AGAINST 22 funds |
| RXO INC | May 12, 2026 | Approval of an Amendment to the RXO, Inc. 2022 Omnibus Incentive Compensation Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| RYERSON HOLDING CORPORATION | April 30, 2026 | The adoption, on a non-binding, advisory basis, of a resolution approving the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 9 funds |
AGAINST 3 funds |
| RYERSON HOLDING CORPORATION | April 30, 2026 | The approval of the Third Amended and Restated Ryerson Holding Corporation 2014 Omnibus Incentive Plan. Compensation |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SAFEHOLD INC. | May 14, 2026 | Non-binding, advisory vote to approve named executive officer compensation ("Say-on-Pay") Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| SAREPTA THERAPEUTICS, INC. | June 4, 2026 | Advisory vote to approve, on a non-binding basis, named executive officer compensation Say-on-Pay |
Board | For | AGAINST 7 funds |
FOR 2 funds |
| SCHNEIDER NATIONAL, INC. | April 30, 2026 | Approval of amended and restated 2017 Schneider National, Inc. Omnibus Incentive Compensation Plan. Compensation |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| SCHOLAR ROCK HOLDING CORPORATION | June 4, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 4 funds |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | June 3, 2026 | The approval of an amendment to the 2023 Equity Incentive Plan to increase the total number of authorized shares. Compensation |
Board | For | FOR 9 funds |
AGAINST 5 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 25, 2025 | Election of Director: Michael R. Cannon Director Elections |
Board | For | AGAINST 11 funds |
FOR 23 funds |
| SEAGATE TECHNOLOGY HOLDINGS PLC | October 25, 2025 | Election of Director: Thomas A. Szlosek Director Elections |
Board | For | AGAINST 11 funds |
FOR 23 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on the proposal to approve, on a non-binding, advisory basis, the compensation that will or may become payable by the Company to its named executive officers in connection with the Merger (the "Compensation Proposal"). Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 2 funds |
| SENTINELONE, INC. | June 25, 2026 | Approval, on a non-binding advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 10 funds |
AGAINST 5 funds |
| SERVICENOW, INC. | May 21, 2026 | Advisory vote to approve ServiceNow's named executive officer compensation. Say-on-Pay |
Board | For | FOR 15 funds |
AGAINST 34 funds |
| SHARKNINJA INCORPORATION | June 18, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| SHENANDOAH TELECOMMUNICATIONS COMPANY | April 21, 2026 | To consider and approve, in a non-binding vote, the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| SHIFT4 PAYMENTS, INC. | June 12, 2026 | Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 3 funds |
| SILVERCREST ASSET MGMT GROUP INC | June 3, 2026 | Approval of executive compensation in an advisory, non-binding vote. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| SIMON PROPERTY GROUP, INC. | May 13, 2026 | Advisory Vote to Approve the Compensation of our Named Executive Officers. Say-on-Pay |
Board | For | FOR 19 funds |
AGAINST 16 funds |
| SINCLAIR INC. | June 4, 2026 | Approval, by non-binding advisory vote, on our executive compensation. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 1 fund |
| SIRIUS XM HOLDINGS INC. | May 28, 2026 | Approval of Amendment No. 1 to the Sirius XM Holdings Inc. 2024 Long-Term Stock Incentive Plan (the "2024 Plan") to increase the number of shares available for issuance by an additional 7,200,000 shares and to extend the term of the 2024 Plan. Compensation |
Board | For | FOR 12 funds |
AGAINST 2 funds |
| SIRIUSPOINT LTD. | May 20, 2026 | Approval of the SiriusPoint SharePlan. Compensation |
Board | For | FOR 7 funds |
AGAINST 3 funds |
| SITEONE LANDSCAPE SUPPLY, INC. | May 13, 2026 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | FOR 13 funds |
AGAINST 1 fund |
| SIX FLAGS ENTERTAINMENT CORPORATION | May 26, 2026 | Confirm the appointment of Deloitte & Touche LLP as our independent registered public accounting firm; Audit-related |
Board | For | AGAINST 7 funds |
FOR 1 fund |
| SKYWORKS SOLUTIONS, INC. | May 13, 2026 | Election of Director to serve until the 2027 Annual Meeting of Stockholders: Christine King Director Elections |
Board | For | FOR 15 funds |
AGAINST 11 funds |
| SL GREEN REALTY CORP. | June 2, 2026 | To approve, on a non-binding advisory basis, our executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 5 funds |
| SNOWFLAKE INC. | June 29, 2026 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 14 funds |
| SOMNIGROUP INTERNATIONAL INC. | May 13, 2026 | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS. Say-on-Pay |
Board | For | AGAINST 13 funds |
FOR 10 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the Sonic Automotive, Inc. 2026 Equity Incentive Plan. Compensation |
Board | For | FOR 8 funds |
AGAINST 4 funds |
| SONIC AUTOMOTIVE, INC. | April 29, 2026 | Approval of the amendment and restatement of the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors. Compensation |
Board | For | AGAINST 8 funds |
FOR 4 funds |
| SOTERA HEALTH COMPANY | May 21, 2026 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 11 funds |
AGAINST 2 funds |
| SOUTH PLAINS FINANCIAL, INC. | May 11, 2026 | Election of Class I Director to serve on the Company's board of directors until the Company's 2029 annual meeting of shareholders or until their respective successor or successors are duly elected and qualified or until their earlier death, resignation or removal from office: Richard D. Campbell Director Elections |
Board | For | AGAINST 4 funds |
FOR 2 funds |
| SPHERE ENTERTAINMENT CO. | June 10, 2026 | Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 4 funds |
| SPIRE GLOBAL, INC. | May 27, 2026 | To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 2 funds |
| SPYRE THERAPEUTICS INC. | May 27, 2026 | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| SS&C TECHNOLOGIES HOLDINGS, INC. | May 20, 2026 | To approve, on an advisory basis, the compensation of SS&C's named executive officers. Say-on-Pay |
Board | For | FOR 12 funds |
AGAINST 12 funds |
| STAGWELL INC. | June 11, 2026 | Approval, on an advisory basis, of the 2025 compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 5 funds |
| STANDARD BIOTOOLS INC. | June 17, 2026 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| STONECO LTD | April 23, 2026 | APPROVAL OF THE ELECTION OF PEDRO ZINNER AS A DIRECTOR Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| STRATEGIC EDUCATION, INC. | April 22, 2026 | ELECTION OF DIRECTORS: Rita D. Brogley Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| STRATEGIC EDUCATION, INC. | April 22, 2026 | ELECTION OF DIRECTORS: Viet D. Dinh Director Elections |
Board | For | FOR 7 funds |
AGAINST 2 funds |
| STRATEGIC EDUCATION, INC. | April 22, 2026 | To approve, on an advisory basis, the compensation of the named executive officers. Say-on-Pay |
Board | For | FOR 8 funds |
AGAINST 5 funds |
| STRATEGY INC | June 8, 2026 | To ratify, pursuant to Section 204 of the General Corporation Law of the State of Delaware, the filing and effectiveness of the Certificate of Amendment to the Certificate of Designations of the Company's 8.00% Series A Perpetual Strike Preferred Stock filed with the Secretary of State of the State of Delaware on July 7, 2025, and the amendment to the liquidation preference of such stock effectuated thereby. Capital Structure |
Board | For | FOR 9 funds |
AGAINST 2 funds |
| SUMMIT MIDSTREAM CORPORATION | May 7, 2026 | Approval of Advisory Resolution on Executive Compensation. Say-on-Pay |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| SUMMIT THERAPEUTICS INC. | June 10, 2026 | Approval of an amendment to the Summit Therapeutics Inc. 2020 Stock Incentive Plan to Increase the Number of Shares of Common Stock. Compensation |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| SUNRUN INC. | May 28, 2026 | Advisory proposal of the compensation of our named executive officers ("Say-on-Pay"). Say-on-Pay |
Board | For | FOR 5 funds |
AGAINST 4 funds |
| SUPER GROUP (SGHC) LIMITED | June 25, 2026 | To resolve that the Company be authorised, in accordance with section 315 of the Companies Law, to make market acquisitions of the shares in the capital of the Company on the terms set out in the notice of AGM. Capital Structure |
Board | For | FOR 1 fund |
AGAINST 2 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.